# Beal Consulting, Inc.

> Beal Consulting, Inc. is a state-registered investment advisory firm in Plymouth, MA, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 10, 2018.

- CRD: 133313
- Filed as: BEAL CONSULTING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plymouth, MA
- Filing period: October 2026
- Form ADV filing dated: September 10, 2018
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133313
- AdvisorCensus page: https://advisorcensus.com/firm/beal-consulting-inc-plymouth-ma-133313

## Quick answers

**How is Beal Consulting, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Beal Consulting, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Beal Consulting, Inc. located?**
Beal Consulting, Inc.'s principal office is in Plymouth, MA, according to its Form ADV.

**Is Beal Consulting, Inc. registered with the SEC or a state?**
Beal Consulting, Inc. is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133313.

**How much does Beal Consulting, Inc. manage?**
Beal Consulting, Inc. reports $44,927,518 in regulatory assets under management in its Form ADV filing dated September 10, 2018 (100% discretionary).

**What types of clients does Beal Consulting, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (10).

**Does Beal Consulting, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133313

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $44,927,518
- Discretionary: $44,927,518
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $4,748,622 |
| High net worth individuals | 10 | $40,178,896 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bealconsulting.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beal Consulting, Inc. (CRD 133313): Form ADV filing data as of October 2026.